Leadership, CX Training, Education & Speaking

Updated: Oct 27


Whether it's an intimate workshop or international industry event, our speaking & education experience ranges from a group of 10 up to 14,000. Our clients have included ILEA, NACE, HSMAI, as well as addressing a General Manager's Retreat for Crowne Plaza. From the hottest topics to stirring the pot on the "elephant in the room" subjects that no one will touch, we confidently get attendees engaged and involved in the thought-process and in most cases, prepare custom research and data personalized just for the audience to whom we are addressing. Our signature "little black box" with a gift for attendees always contains a message that continues our theme and delights our guests and is part of all major speaking and education events.


Enjoy some of our case studies below with highlights of our speaking engagements, workshops, on-air radio interviews, and educational events bringing people together to unite, think, and get inspired.



Case Studies




Project/Event: Vice President of Education & Marketing for The Academy of Special Event Professionals (ASEP) by Beverly Clark Enterprises, LLC, Santa Barbara, CA | Online Education & Certification Training Program serving hundreds of wedding & hospitality professionals world-wide


Description: Co-wrote a professional training program dedicated to training staff in the wedding & hospitality industry. Co-authored the entire content for the training program, including tests and oversaw all students/customers coaching them individually as they completed the program, including final exams and more. Topics covered included developing successful marketing and sales plans, top advertising and marketing trends, wedding etiquette, customer service excellence and much more. Also oversaw the marketing for ASEP. Clientele for the training program included independent contractors and small businesses to large brand names such as Hyatt, Sheraton, Ritz Carlton and more, all representing the United States and abroad.



Project/Event: Customer Service Makeover / Training Project for Front Desk Team of Major Resort


Description: Developed a custom presentation and year-long training program to elevate the standards and presentation of the front desk team for major resort in the Santa Barbara area. From appearance to written & verbal communication skills to raising the bar on service levels and expectations, we also built in a follow up program to ensure the training was a success.

"Let me start off by saying Kerry Lee is an extremely gifted individual who epitomizes professionalism. Her talents lie in motivational and engaging training & exceptional people skills. She is a person of integrity and her enthusiasm for life is evident in all she does. The words that would best describe Kerry Lee include upbeat, polished, creative, a visionary, a problem solver, dependable, and finally, she possesses a wonderful sense of humor." -Dave Lautensack, General Manager 20 Years Alisal Guest Ranch & Resort




Project/Event: Featured Guest Speaker for mini master class on "Think Different. Work Different. Evolve Different. a mini master class designed for an industry renaissance... or possibly a revolution" for NACE (National Association for Catering & Events)


Description: Provided relevant and fresh leadership inspiration to special events and hospitality professionals who are members of NACE Reno/Tahoe chapter and facilitated a conversation and collaboration as part of the course. Worked with the NACE Board with their timeline to fit the class as well as conversation into one powerhouse of quality learning and community-building. This engagement was part of my mini master class speaking engagement collection series.



"Thank you so very much for making the trip up to Tahoe to share your amazing talk with NACE. We truly appreciate it and know it was not easy during these crazy times. Please keep in touch and I hope our paths cross again soon." -J. Nobis, Program Chair, Board , NACE Reno/Tahoe Chapter




Project/Event: Featured Guest Speaker on the national live webinar broadcast for The Association of Club Catering Professionals (The ACCP) on their "Recharging the Rebound: Let's Talk Weddings"


Description: Worked with host and producer to develop content for their national private club membership that would inspire and provide tools to help them through the global pandemic. Topics included: Micro Weddings; New contractual terms and conditions to be considered; food & beverage service standards; layout considerations; new event partner relationships; refunds and payment schedules; new concerns with postponements, and more. The webinar was one of the most highly-attended virtual broadcasts in the history of the ACCP.


Link to recorded broadcast here.





Project/Event: Producer & Featured Presenter "Cocktails with Coordinators: The Radical Wedding Planner" , Santa Barbara, CA | Part of the Fireside Series of wedding business education & entertainment


Speaking Topic: 1) The Upcoming Expected Wedding Downspend in 2019 : 8 Steps You Can Take 2) Top Reasons You Hear Crickets When Responding to Inquiries based on current research 3) The Essential Elements of Badassery & Grace in Leadership


Description: For three hours, we invited guests fireside to enjoy wedding business education "fireside" and mixed it up with having a professional Mixologist coach participants with making their own custom-crafted artisinal cocktail, including custom non-alcoholic options for our non-drinking participants. See BLOG and photos here.



"Thank you for creating settings for the wedding industry to not just network and learn but to foster relationships through these social opportunities. It’s through events such as Cocktails with Coordinators, that I have been able to genuinely talk to others because we are not in work mode!!! Letting down our guard, laughing, talking sharing in a community environment has really help me branch out to those I may have not had the opportunity to meet otherwise. Again, thank you and I sincerely had a fun evening.” - Suzie Schneider | PacWest Blooms



Project/Event: Producer & Key Speaker for The State of the Santa Barbara Wedding Industry Fireside Summit: Define. Design. Evolve.


Description: After observing 20 years in the wedding industry and in particular the incredibly huge industry changes taking place nationally in the last 5-8 years, coupled with the highly unique niche of Santa Barbara and the issues it has been facing with the Thomas Flood/Fire and private estate /private event battles with the County of Santa Barbara, it was time to bring together the community. After four months of custom research on the wedding industry nationally and locally, I put together a Summit that provided content, a featured presentation and then a Think Tank Panel of local wedding business experts who helped anchor and facilitate an audience collaboration portion. The Summit sold out 3 months in advance. You can visit the entire 2018 program here. | Featured BLOG here | Video Clip here



"Everything from the location to the food and decor was really lovely and the educational component was top-notch." -Isabel Gomes | Isabel Lawrence Photographers





Project/Event: Featured Speaker: ARA International Conference, Las Vegas, Nevada | Approximately 14,000 in conference attendance


Speaking Topic: For Better or For Worse: Customer Service Standards in the Wedding & Special Event Industry


Description: This one hour presentation was customized just for the American Rental Association, with some custom research I had done exclusively for rental companies nationwide attending the conference. Based on my years of training, PR, and special events with customer-service leader Nordstrom, we took a hard look at the evolution of customer service as it pertained to the event and rental industry, including some secret shopper work I did on a variety of rental companies in advance who were willing to participate in the study.



"Kerry Lee is thorough, responsive and proactive. Truly a professional, presenting a professional image. A rarity among professional speakers, she took the time to know and understand our membership and make her presentation come alive for them. A delight to work with!" - Susan Gassen | ARA Conference Manager




Project/Event: Featured Keynote Speaker for ILEA (International Live Events Association) Educational Symposium at The London West Hollywood, Los Angeles, CA | Approximately 250+ in attendance


Speaking Topic: How to Generate Immediate Revenue in the Next 30 Days


Description: Held at the London Hotel in Hollywood, this educational symposium brought together many top talents in Southern California for a full day packed with content and a roof-top party following.



"We want to tell you how much we enjoyed your presentation at the ILEA Educational Symposium in Los Angeles. The topic was interesting and you presented it in a way everyone could understand. We have been getting great feedback on how informative your presentation was." -ILEA Los Angeles Programs Committee



Project/Event: Featured Speaker for NACE (National Association for Catering & Events) .


Speaking Topic: NACE Reno/Tahoe: How To Generate Immediate Revenue in 30 Days + The Only 3 Ways to Generate Revenue | NACE Ventura County: The El Nino Protection Plan Every Event Professional Should Know | NACE Ventura County: For Better or For Worse: Customer Service Standards in the Wedding & Hospitality Industry | Featured BLOG here


Description: Spoke at various NACE chapters as the Featured Speaker on the above topics.



"Thank you for speaking last night! Your presentation was eye-opening and gave us all new ideas to run with. We are truly grateful to have such a wonderfully informative speaker at our meeting." -NACE Reno/Tahoe Chapter



Project/Event: Featured Speaker /Founder/Producer for The Fireside Series- a group of experiential workshops for Santa Barbara wedding professionals providing an unconventionally relaxing way to learn, get inspired, network & collaborate.


Series 1 Description: The Wedding Planner Newcomer PowerLunch Workshop: a custom "powerlunch" experience whereby wedding planners enjoyed lunch and reviewed a presentation on key tips on starting their wedding planning business: from current stats on our unique area, to the changes that have taken place, not-to-be missed items in contracts, legal items of which to be aware- and savvy marketing and networking techniques. Event was sold out. An Encore Presentation/Event was held a month later.



Series 2 Description: Fireside Wine with a Wedding Planner offered a "power happy hour", which like the powerlunch workshop, allowed attendees to get in, get inspired, and get back to their busy lives. Topics included: 1) Deciding What You Will Offer (packages, hourly rates, the extent of types of coordination/planning/design) and  2)  Marketing & PR for the Independent Contractor & Small Business:  Cost-Effective,  Powerful Methods (including tune-up tips for current endeavors to capture revenue during this prime booking season of now through February, plus, the most damaging phrases/words in marketing and the reason many brands derail. +PLUS+ Bonus Content: Delving into the one factor no form, market research, budget projection or potential client filter questionnaire can do for you with regard to sales & booking new business. 



Project/Event: Trainer/Consultant to Catering/Wedding Sales Manager for Santa Barbara Wine Country's only 4 Diamond Inn


Description: Developed a custom training program to train the new Catering/Wedding Sales Manager in Event Management & Sales. Planned a venue showcase/open house for potential clients. Developed a marketing and sales plan (including social media strategy) which resulted in an increase of 400% in revenue.





Project/Event: Radio Interview for Rincon Broadcasting, Santa Barbara, CA : K-LITE 101.7FM, KTYD 99.9FM and KTMSAM "In the Public Interest" show with Host Jim Sirianni.


Speaking Topic: Interviewed on the family legacy (the Kerry family) in Santa Barbara - from the iconic four restaurants to grandfather Reg Kerry's contribution to the community; discussed what couples should be doing first when starting out with wedding planning and provided career advice for those interested in entering the wedding or hospitality field.


Listen to 20 minute radio interview below:




We are in the process of updating more for this Portfolio- please check back again soon!


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